SWA

Safir Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$16.4M
3
+$13.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.43M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.53%
2 Consumer Staples 0.52%
3 Industrials 0.33%
4 Consumer Discretionary 0.31%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$68K 0.06%
+125
27
$64K 0.06%
+200
28
$61K 0.06%
+400
29
$59K 0.05%
+250
30
$55K 0.05%
+1,340
31
$54K 0.05%
+300
32
$54K 0.05%
+1,244
33
$53K 0.05%
+200
34
$51K 0.05%
+400
35
$51K 0.05%
+300
36
$38K 0.04%
+140
37
$30K 0.03%
+200
38
$25K 0.02%
+200
39
$24K 0.02%
+200
40
$24K 0.02%
+100
41
$23K 0.02%
+400
1
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